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Roth Conversion Reset
Build a Roth conversion plan around your whole retirement.
For people with $1M+ in IRA and 401(k) savings. Roth Conversion Reset connects conversion timing with investments, charitable giving, estate planning, and advisor selection so you can evaluate the decisions together.
Full-color PDF + 2 bonus chapters · One-time purchase
Bring the pieces of your plan into the same conversation.
A conversion decision reaches beyond this year’s tax bill. Roth Conversion Reset walks through the choices that connect your retirement income with the people and causes you want to support.
- Plan across multiple years. Explore annual conversion targets, future required distributions, and the tradeoffs involved in a phased strategy.
- Ask more of your advisors. Use the book’s questions to evaluate collaboration, tax modeling, and a focus on long-term outcomes.
- Connect investments and conversions. Consider how your portfolio, objectives, and risk tolerance fit with the assets you convert.
- Include charitable giving. Read explanations and examples involving donor-advised funds and qualified charitable distributions.
- Coordinate your estate plan. Explore beneficiaries, trusts, inherited retirement accounts, and the mistakes that can leave plans out of step.
- Work through hesitation. Examine the fear of an upfront tax bill and the questions behind a more considered decision.
Each topic belongs in a coordinated plan. The book uses explanations, tables, and examples to help you understand how the choices relate.
“Craig Wear does a Yeoman’s job of clearly comparing the different tax ramifications of Traditional vs. Roth IRA retirement plans.”
A better question for your next advisor meeting.
In the chapter on working with advisors, Craig gives readers specific questions to ask. For example:
“How often have you worked with CPAs or tax advisors to develop aggressive multi-year Roth conversion strategies?”
That is the kind of practical preparation this book offers: understand the issues, ask more specific questions, and evaluate how a proposed strategy fits your retirement.
Craig Wear, CFP®
Author and founder of Q3 Advisors
Before you order
Who is this book written for?
People with substantial IRA and 401(k) savings, especially $1 million or more, who want to connect Roth conversion decisions with the rest of their retirement plan.
What do I receive for $3.95?
The complete PDF plus two bonus chapters, delivered by email after payment. The audiobook and printed copy are optional, separately priced additions.
How does Reset differ from Secrets?
Secrets organizes its discussion around five conversion mistakes and seven planning questions. Reset devotes chapters to advisor selection, investment alignment, charitable giving, and estate planning.
Is this a personalized plan or subscription?
Neither. It is a one-time purchase of an educational book. Your own plan needs analysis of your circumstances and current rules. The digital book has a 14-day money-back guarantee.
Get your copy
Get Roth Conversion Reset
Start with the digital book. Add an audiobook or a printed copy if that is how you prefer to learn.
- The complete, full-color PDF
- Two bonus chapters + digital access by email
- One payment. No recurring charges.
If you do not find the book valuable, contact us within 14 days for a refund of your digital book purchase.
Roth Conversion Reset
Full-color PDF